Retirement Planning Group, Llc / Ny »

Legg Mason Etf Equity Tr int lw vty hgh shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Legg Mason Etf Equity Tr int lw vty hgh (LVHI) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Legg Mason Etf Equity Tr int lw vty hgh

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Equity Tr int lw vty hgh held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Etf Equity Tr int lw vty hgh by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 116k 34.75
2025-06-30 $3.6M 112k 32.55
2025-03-31 $3.6M 110k 32.37
2024-12-31 $3.3M 107k 30.52

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Nasdaq 100 Cover (QYLD)
Nuveen Core Equity Alpha Fund (JCE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Alps Etf Tr Riverfrnt Dymc (RFDA)
Select Sector Spdr Tr Financial (XLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pimco Dynamic Income SHS (PDI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Energy (XLE)
Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding Legg Mason Etf Equity Tr int lw vty hgh

LPL Financial
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wells Fargo & Company
Assetmark
Raymond James Financial
Envestnet Asset Management
Ameriprise Financial
Advisor Group Holdings
Great Valley Advisor Group
HighTower Advisors
Commonwealth Equity Services
UBS Group
Cetera Investment Advisers
Jones Financial Companies, L.L

View all funds holding Legg Mason Etf Equity Tr int lw vty hgh